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Submitted URL: http://lytleinvestments.com/
Effective URL: https://www.lytleinvestments.com/
Submission: On April 22 via api from US — Scanned from DE
Effective URL: https://www.lytleinvestments.com/
Submission: On April 22 via api from US — Scanned from DE
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Text Content
Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck. 716.773.6626 Menu * Home * Company * Our Team * Our Services * Fee- Based Services * Useful Links * Resources * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * Tools * Glossary * Tax Resources * Contact * Disclosures WELCOME TO LYTLE INVESTMENTS Lytle Investments is a Registered Investment Adviser. Learn more OUR PROCESS We create strategies that are tailored to your needs and goals. Learn more OUR HISTORY Years of experience have prepared us to guide you through your life transitions. Learn more OUR VALUES Trust. Honesty. Integrity. We believe values matter, and we live by ours every day. Learn more WE ARE HERE FOR YOU We are a comprehensive fee-based financial services firm committed to helping you improve your long-term financial success. For over twenty-five years, our firm has been committed to delivering personalized programs to help protect and grow our clients’ wealth. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or contact us at 716-773-6626. Learn more OUR FOCUS Our goal is to provide exceptional client service and to establish long term relationships. Whether you are at the start of your career, in your peak earning years, or enjoying your retirement, your personal and professional success is our focus. At Lytle Investments, we listen to our clients. We must understand your needs and expectations so that we can design an investment plan consistent with your goals and objectives. We will integrate your investments into a cohesive whole, paying attention to the following objectives: growth, income, liquidity and safety. We communicate with you, your family, business and employees through periodic written updates, face-to-face meetings, and phone calls to raise questions and provide answers. The world and markets are full of surprises, and as events affect your investments, for better or worse, we will keep you informed so that we are both part of the solution. "Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort." Robert Fogel HAVE A QUESTION? Name Email Address Message Thank you! Oops! CONTACT LYTLE Investments Office: 716.773.6626 Fax: 716.773.6522 101 Lang Boulevard Grand Island, NY 14072 marie@lytleinvestments.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Osaic Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Securities offered through Osaic Wealth, Inc. Member FINRA/SIPC. Investment advisory services offered through Lytle Investments, a registered investment adviser. Lytle Investments and Lytle Associates are not affiliated with Osaic Wealth, Inc. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CO, CT, FL, MD, NC, NJ, NY, OH, SC,TN, and WI. No offers may be made or accepted from any resident outside the specific states referenced. A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator